Melana Carbary is a CFP-designated registered investment advisor, based in Westlake, OH, with 21 years of industry experience. Melana is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2237 Crocker Rd, Ste 150, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melana works as a floral designer at Corso's Flower and Garden Center a few hours around the holidays, provides divorce planning workshops through Burning River Advisory Group, and is an advisory representative of a RIA. She is also a yoga instructor and a coach for EnlightenHer, LLC, focusing on divorce planning.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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